Customer Service Representative

Position details:Client: Fortune 500 (Banking / Financial Giant)Job Title: Customer Service RepJob Location: Irving-TXJob Duration: 6 Months (possibility of extension) Job responsibility:Assists Private Bankers, Investment Strategists, Trust and Fiduciary Specialists, Fiduciary Advisory Specialists, Wealth Planners/Strategists and/or Wealth Advisors with account administration, supporting multiple people and balancing multiple priorities.Provides proactive client service and addresses client inquiries. Assists in administratioan of accounts by interacting with clients to help resolve issues.Uses basic product knowledge to participate in cross-sell activities. Executes daily transactions and controls records/files within policy guidelines.Works with Centers/Offices/Stores to execute daily transactions for officers/bankers in sales, systems and credit support.Researches and resolves routine operational issues related to simple to moderately complex accounts.May prepare preliminary client correspondence.May assist in the preparation of client presentation materials to support sales/marketing efforts. Incumbent may support multiple functional areas or a single functional area.Job may be located in a WM Office or WM Center or in a Retail/Store location. Required Skills: 1 year of administrative experience, sales support experience, or a combination of both demonstrated through work or military experience.Desired Qualifications: Intermediate Office skills Excellent verbal, written, and interpersonal communication skillsTO SET UP INTERVIEW PLEASE CONTACT BELOW: Sushmita SinghEmail : [Click Here to Email Your Resumé]Phone : 1 (973) 859-5428 inbound,outbound,customer Service Rep

Created: 2021-11-29